‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?

MarketWatch · Quentin Fottrell · 2026-11-02 14:00 UTC

‘Our basic living expenses are covered by $110,000 in annual pensions and Social Security’

The Moneyist

‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing Roth conversions?

‘Our basic living expenses are covered by $110,000 in annual pensions and Social Security’

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